See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,052 | $117,983+304.3% | $101,794+368.6% | $142,382+235.1% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 15.75% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,627 | $2,773+102.9% | $2,289+145.8% | $4,299+30.9% |
| Participant deferral / active EE | $7,169 | $4,714+52.1% | $4,084+75.5% | $6,507+10.2% |
| Admin fee / account holder | $10,717 | $10,433+2.7% | $8,777+22.1% | $12,624-15.1% |